Latest Institutional Transactions on Ishares Msci Usa Quality Facto (QUAL)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Quality Facto (QUAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.34K- 1.05% |
$245K - $261K
|
127K
$24.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.75K+ 51.65% |
$319K - $340K
|
5.14K
$999K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.42K- 24.1% |
$440K - $470K
|
7.61K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-12.9K- 79.78% |
$2.36M - $2.51M
|
3.28K
$637K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
7.18KNew |
$1.31M - $1.4M
|
7.18K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69K- 6.25% |
$12.6M - $13.4M
|
1.03M
$201M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.95K- 3.39% |
$355K - $378K
|
55.5K
$10.8M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
283+ 1.04% |
$51.6K - $55K
|
27.4K
$5.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.92K+ 1.13% |
$714K - $762K
|
350K
$67.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 5.59% |
$389K - $414K
|
36K
$7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-66.8K- 3.99% |
$12.2M - $13M
|
1.61M
$312M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
320+ 20.04% |
$58.3K - $62.2K
|
1.92K
$373K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-156K- 82.62% |
$28.4M - $30.3M
|
32.8K
$6.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-6.82K- 7.39% |
$1.24M - $1.33M
|
85.4K
$16.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-19.7K- 20.77% |
$3.58M - $3.82M
|
75K
$14.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-49- 0.2% |
$8.93K - $9.53K
|
24.3K
$4.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.11% |
$2.01K - $2.14K
|
10K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-129- 0.89% |
$23.5K - $25.1K
|
14.4K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-114K- 22.66% |
$20.8M - $22.2M
|
389K
$75.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-556- 34.28% |
$101K - $108K
|
1.07K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 13.67% |
$379K - $405K
|
13.1K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
59+ 0.24% |
$10.8K - $11.5K
|
24.7K
$4.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 1.3% |
$3.65K - $3.89K
|
1.56K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-530- 14.21% |
$96.6K - $103K
|
3.2K
$622K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-85- 4.55% |
$15.5K - $16.5K
|
1.78K
$346K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-8.4K- 7.07% |
$1.53M - $1.63M
|
110K
$21.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 0.48% |
$1.09K - $1.17K
|
1.24K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-900- 2.53% |
$164K - $175K
|
34.7K
$6.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
990+ 16.98% |
$181K - $193K
|
6.82K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-24- 50.0% |
$4.38K - $4.67K
|
24
$4.67K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
210New |
$38.3K - $40.8K
|
210
$40.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11+ 0.46% |
$2.01K - $2.14K
|
2.39K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.35KNew |
$246K - $262K
|
1.35K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.04% |
$182 - $195
|
2.23K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-58- 2.19% |
$10.6K - $11.3K
|
2.59K
$503K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
85+ 1.11% |
$15.5K - $16.5K
|
7.75K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-727- 4.27% |
$133K - $141K
|
16.3K
$3.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-74- 0.9% |
$13.5K - $14.4K
|
8.15K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.75K- 15.62% |
$1.05M - $1.12M
|
31.1K
$6.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-26.3K- 19.56% |
$4.79M - $5.11M
|
108K
$21M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.27K- 4.63% |
$231K - $246K
|
26.1K
$5.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-111- 7.52% |
$20.2K - $21.6K
|
1.37K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
14+ 0.21% |
$2.55K - $2.72K
|
6.61K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
117New |
$21.3K - $22.8K
|
117
$22.7K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.08K- 16.49% |
$561K - $599K
|
15.6K
$3.03M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
35.8KNew |
$6.52M - $6.96M
|
35.8K
$6.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-749- 1.01% |
$137K - $146K
|
73.1K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8+ 0.2% |
$1.46K - $1.56K
|
3.93K
$764K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-251- 0.82% |
$45.8K - $48.8K
|
30.3K
$5.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-545- 9.01% |
$99.4K - $106K
|
5.5K
$1.07M
|
|